JPM icon

JPMorgan Chase
JPM

Overview Fund Activity

4,640 hedge funds and large institutions have $579B invested in JPMorgan Chase in 2025 Q2 according to their latest regulatory filings, with 245 funds opening new positions, 1,982 increasing their positions, 1,967 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,640
Holders Change
+47
Holders Change %
+1.02%
% of All Funds
62.17%
Holding in Top 10
932
Holding in Top 10 Change
+99
Holding in Top 10 Change %
+11.88%
% of All Funds
12.49%
New
245
Increased
1,982
Reduced
1,967
Closed
105
Calls
$9.99B
Puts
$11B
Net Calls
-$1B
Net Calls Change
+$302M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$1.82B
2
Barclays
Barclays
United Kingdom
+$714M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$612M
4
Viking Global Investors
Viking Global Investors
Connecticut
+$542M
5
MBI
Montrusco Bolton Investments
Quebec, Canada
+$486M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.44B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$969M
3
Sanders Capital
Sanders Capital
Florida
-$934M
4
Fisher Asset Management
Fisher Asset Management
Washington
-$868M
5
Morgan Stanley
Morgan Stanley
New York
-$687M
Name Holding Trade Value Shares
Change 		Shares
Change %
CP
2101
Canopy Partners
Ohio
$4.27M +$36.2K +125 +0.9%
FCFC
2102
First Commonwealth Financial Corp
Pennsylvania
$4.27M +$17.4K +60 +0.4%
IIA
2103
Integral Investment Advisors
California
$4.27M +$38.6K +133 +0.9%
SWA
2104
SFMG Wealth Advisors
Texas
$4.27M -$154K -531 -3%
DA
2105
Drake & Associates
Wisconsin
$4.25M +$1.36M +4,682 +47%
BCI
2106
Blue Capital Inc
Nebraska
$4.25M +$4.25M +14,659 New
PFSC
2107
Peoples Financial Services Corp
Pennsylvania
$4.25M -$494K -1,704 -10%
BTD
2108
BankPlus Trust Department
Mississippi
$4.24M +$415K +1,430 +11%
EPIME
2109
Evelyn Partners Investment Management (Europe)
$4.23M -$4.56M -6,450 -52%
PWAM
2110
Pinnacle West Asset Management
Wyoming
$4.23M -$97.1K -335 -2%
JHCP
2111
Jackson Hole Capital Partners
Oklahoma
$4.23M +$4.06K +14 +0.1%
HWP
2112
Highline Wealth Partners
California
$4.23M +$172K +595 +4%
AA
2113
Alta Advisers
United Kingdom
$4.21M – – –
RMP
2114
Richards, Merrill & Peterson
Washington
$4.2M +$36.2K +125 +0.9%
KJWM
2115
Kiley Juergens Wealth Management
Washington
$4.2M +$21.7K +75 +0.5%
WCM
2116
Weik Capital Management
Pennsylvania
$4.2M +$580 +2 +0%
FFS
2117
Flavin Financial Services
Florida
$4.17M -$287K -989 -6%
RIA
2118
Regal Investment Advisors
Michigan
$4.17M +$333K +1,149 +9%
HDA
2119
Harold Davidson & Associates
California
$4.16M -$1.12M -3,880 -21%
MPWS
2120
McCarter Private Wealth Services
Massachusetts
$4.16M +$66.4K +229 +2%
PWMG
2121
Prestige Wealth Management Group
New Jersey
$4.15M -$117K -404 -3%
QPWM
2122
Quadrant Private Wealth Management
Pennsylvania
$4.15M +$232K +800 +6%
BFIC
2123
Bedell Frazier Investment Counselling
California
$4.15M +$180K +620 +5%
ICP
2124
Interchange Capital Partners
Pennsylvania
$4.15M +$101K +350 +3%
PF
2125
Prosperitas Financial
California
$4.14M +$241K +830 +6%
83 84
85
86 87